Field Notes
Field Notes on Technology Disruption
Executive notes on AI, data, operating choices, corporate reinvention, and technology-led competition.
AI Is Usually Not the Product
A sharper test for deciding whether AI is the product, the interaction layer on top of a scarce asset, or simply table-stakes UX.
The Great Decoupling: Building the Atomic Company
How AI agents and service-as-software are weakening the old link between revenue growth and headcount growth, and what it means to build the atomic company.
The Algorithmic Apothecary
How biopharma R&D can industrialize learning with AI, closed-loop evidence, back-translation, and regulator-defensible governance.
Why Your $50M Data Strategy Still Feels Like Guesswork
Why enterprise data strategies often fail to improve decision speed, and how leaders can shift from visibility to convertibility through decision contracts, low-friction discovery, and closed-loop execution.
Beyond the Dashboard: Increasing Business Decision-Making Speed
Why dashboards are no longer enough, and how leaders can reduce decision latency by moving from passive visibility to triggers, diagnostics, guardrails, and action.
The Frozen Middle Is Missing a Control Plane
Why the frozen middle is less about resistance to change and more about missing control-plane architecture for high-velocity agentic work.
Your Data Is Not a Moat. Your Feedback Loops Are.
Why accumulating data is not enough in the age of synthetic data, and how executives can build durable AI advantage through workflow-embedded feedback loops.
Your AI Pilot Is Doomed. You Need an AI Operating System.
Why AI pilots stall inside large enterprises, and what it takes to connect outcomes, funding, product teams, data products, governance, adoption, and learning.
Why Incumbents Lose Speed: The Three Clocks Problem
Why incumbents lose speed when product, risk, and finance run on different clocks, and how to make speed safe and capital more agile.
Scaling Impact from Pharma Commercial Analytics
How commercial pharma analytics can drive better decisions, faster action, lower cost, stronger measurement, scalable adoption, and more useful work for teams.
Something Is Happening
What it takes to capture value from AI and generative AI at scale: sharper use cases, stronger data, better talent, and leadership discipline beyond pilots.
経営者の視点から見た生成AI
海外事例をもとに、生成AIがビジネスにもたらす価値、スケーラビリティの難しさ、経営者が取るべき実践的な打ち手を整理する。
Is AI Eating the World?
Part one of a three-part perspective on who is making money from AI, whether AI will eat the world like software did, and where value may accrue across data, software, cloud, and models.
Is Not Pursuing AI Like Burning Money?
Where companies underinvest in AI, where the value is real, and how leaders can move from experiments to scaled returns.
Innovator’s Dilemma on Steroids?
Three questions for judging whether a technology shift will actually reshape an industry, and whether incumbents can still win.